Dean R. Hedeker
Dean R. Hedeker has more than 35 years’ experience assisting clients in all aspects of estate and tax planning, and is committed to preserving and growing his clients’ wealth. Hedeker is directly involved with investment management and financial planning for our clients and manages the wealth of more than 100 hard-working families. He is also an experienced attorney in the fields of estate planning, business law and tax law.
A Brief History
A sought-after speaker, Hedeker has been invited to speak for various banks, financial institutions, attorney organizations and healthcare organizations. He has been a featured speaker for the National Association of Health Underwriters’ National Convention as well as at the GE Financial Assurance National Convention.
Hedeker Wealth clients directly benefit from this experience by being invited to workshops each year, which cover the latest news and valuable advice for tax planning, estate planning and investment management. Hedeker is a Master Elite member of Ed Slott’s IRA Advisor Group.
Hedeker graduated from DePaul University College of Law. He was admitted to the Bar of Supreme Court of Illinois in 1981, the United States District Courts and the United States Tax Court.
Let's face it..
What we want is an honest conversation with our investment advisor. We want a relationship of trust, sincerity, and honesty. A relationship where our advisor puts us first. After all, our financial wellbeing is of utmost importance to us.
Our core values, wants, desires and needs are all tied up in our financial well-being. Our valued relationships with our family and others are deeply affected by our financial well-being. So, it’s important that our investment advisor considers this and above all, places our interests first. But before we can begin on this journey of trust and honesty, we need to ask a few questions of you and truly understand you and your situation. We want to understand your background and your family. We want to review your investment statements, your tax returns and your estate planning documents. We want to examine how your investments fit in with your taxes and your estate planning. You may be in a high tax bracket or a low one. You may have a sophisticated trust or a simple will. This all needs to be considered.
When was the last time your investment advisor asked for a copy of your tax return or even looked at your tax return? How can your investments be properly structured without knowing what your estate plan says or what your tax documents say? In this world filled with hype and everybody promoting their latest gizmo or investment product, isn’t it important that somebody took the time to see that your investments are not only proper, but properly structured?
But the journey doesn’t end there, because as your lives change, so will your wants and needs. The investment advice will continually change as lives change.
Consistent, regular meetings are required to take advantage of the numerous financial and tax opportunities that will come your way on this journey.
Questions will need to be asked and answered. Questions such as:
Hedeker is a Fellow with the American Academy of Estate Planning Attorneys (AAEPA). He has coauthored and has been a contributing author for several books: